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Our financial advice team


Kathryn Peterson, Financial Advisor serving the Latham, NY area - Ameriprise Advisors

Kathryn Peterson

CFP®, BFA, CRPC, APMA

Financial Advisor

Three Buckets Wealth Management
11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Investment Management
  • Saving for Education
  • Business Retirement Plans
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelors of Science in Business Administration, State University of New York at Albany
  • Brewster High School, Brewster, NY

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Regional Food Bank of Northeastern NY
  • Albany PAL Program
  • North Colonie Youth Lacrosse

Interests

Spending time with my children, Sloane and Ford, playing tennis, traveling, attending sporting events and reading.